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Reports Analyst

Globe Life Family Heritage Division

This is a Full-time position in McKinney, TX posted September 9, 2021.

The Reporting Analyst is primarily responsible for developing and maintaining regular reporting used to demonstrate the current status of the department to Senior Management. This position will track, analyze and report business unit trends and make appropriate recommendations that will positively impact the unit. This person will work with Senior Analysts in creating and documenting New Business and Underwriting processes for future projects and maintain documentation for training and development.

Key Responsibilities;

  • Research, synthesize and present documentation of current processes
  • Design and create new programs for current and new processes.
  • Develop effective reporting tools monitoring all department activities
  • Document and summarize findings of research and analysis
  • Participate on cross functional teams in creation of business plans for new processes and procedures
  • Develop queries and various ad hoc reporting as requested by Senior Management
  • Responsible for supporting new and existing projects, including the adoption of Tableau reporting for New Business and Underwriting
  • Manages time effectively and works independently in establishing responsible deadlines under direction of management
  • Participatory team member that shares knowledge, proactively carries out project support /administrative functions and communicates project progress and issues as needed
  • Assist in performing quality assurance and testing when implementing new processes/procedures/systems
  • Implement recommendations with continual follow-up to ensure that changes are followed
  • Work closely with the Data Governance teams and assist in creating data dictionaries for the various tables currently used in reporting

Required Skills:

  • Familiarity with SQL
  • Strong Visual Basic skills
  • Knowledge of Tableau principles
  • Advanced Microsoft Office skills – inclusive of Outlook, Word, Excel, Access, PowerPoint and Visio
  • Strong technical, analytical, interpersonal and communication skills, both oral and written
  • Strong organizational and time management skills with experience in meeting deadlines
  • Experience managing multiple priorities with ability to make changes when needed
  • Experience working independently

Required Experience:

  • 2-5 years’ experience in business analysis or department reporting analysis strongly preferred
  • Proven ability to develop, document, maintain operational policies/procedures, including designing and documenting detailed process flows, development of operational performance and quality metric standards and reports
  • Knowledge of the insurance industry, a plus
  • Excellent verbal and written communication skills
  • The ability to manage details and execute effective follow through
  • Bachelor’s degree in Business Administration, Management, or Information Technology strongly preferred
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